Jan 15, 2013 9:00am EST
the debt ceiling. fitch said the pressure on the aaa is, if anything, increasing. >>> we are four hours away from facebook's secret announcement in menlo park. so far, the guesses range from a facebook search engine to a facebook phone. would either product help lift the stock back with a high water mark. >>> the debate kicks off whether dell can, a, raise the money to go private, and b, reinvent itself without going through cash flow. the journal said the talks have been serious for weeks. >>> lululemon doing a downward dog this morning. raises guidance but not enough to impress investors. >>> the battle over the debt ceiling has warranted a warning from fitch. they said it will prompt a formal review of u.s. credit ratings. fitch does add it expects congress will ultimately approve a ceiling increase. the head of global sovereign ratings for fitch, david riley, will join us in the next hour. bernanke weighing in on the debt ceiling in michigan late yesterday. >> raising the debt ceiling, which congress has to do periodically, gives the government the ability to pay its existing bills.
Jan 17, 2013 9:00am EST
hiring. we may be looking at this debt ceiling, and i'm going to invoke shakespeare, the bard, that this may be much ado about nothing. i'm going there. right here. >> right now? the cliff is -- >> don't you love -- you know, when i first heard, i thought what a great title, i said no, moran, take the shakespeare course first the it's going to be claymation death match, maybe ufc, you and i watch that in our spare time -- not -- but i don't think it's as important as getting through the fiscal cliff. people are hiring again. >> dow transports continue to hit six-year highs. >> even as crude is up 95. >> it's like a market that has transport leadership. did you see union pacific? we had mike's southern on "mad money" he says point-blank, the hole has bottomed and is starting to go higher. and be good to the shutdowns, the coal plants. don't forget china has been burning coal, like you wouldn't believe. much more inventory reduction, because it is so cold. don't care maybe as much about the air. >> apparently not given what we've been hearing out of the beijing. >> can you see y
Jan 16, 2013 9:00am EST
to me, hey, jim, what is cnbc going to do after they solve the debt ceiling? you panicked on the election. >> we'll try something. >> the country, the republic is in repeated crisis. you have a president saying -- he said, okay, what happens if the president doesn't have a crisis after the debt ceiling? what are you going to do if he says, listen, we're just going to go back to being like washington? that was interesting. >> we can talk about fundamentals. the economy will be picking up. housing likely to get in on it. >> maybe we're actually breaking -- maybe the valuations aren't -- >> based on what? >> come on, under wells fargo? >> michael dell, and suddenly, mr. skeptic -- >> overheated debt market, that's always a good sign for an economy. that's always a sign that things are getting a lot better. >> it's been getting overheated since 1979. >> big lbos. that worked out real well. no, i'm just -- there's housing, sales of pickups. sales of cars in europe for 2012, not so good. we'll talk about that. >> germany, the bmw sales, volkswagen sales. one of my cousins in mex
Jan 18, 2013 9:00am EST
there not be crisis after crisis dealing with the debt ceiling. >> you said last night, you've got to put on a yogi bear costume to make sense of it. >> returning a lot to shareholders. >> one wonders. >> $12 million they're talking about. >> they have been increasing, of course, ever since the huge cuts that had to take place. what is it going to be now, four years ago, right? >> that period, $6. >> yeah. >> march of '09. amazing, coming up on the four-year anniversary. >> do you ever worry about your paycheck? >> yeah. i think you worry about money you had in any bank account or anything. sure. ge was to cushifocused in the ff '08, that was the moment where it could all come to -- >> that was after the ge bailout. >> sorry, not to revisit the -- >> we have to remind people where we came from. tim geithner leaving, david faber is worried about his paycheck. >> speaking of paychecks, let's talk morgan stanley. wall street firm reporting fourth quarter earnings 45 earlier on squawk, james gorman said his firm is poised to improved market environment. which shows a lot of promise if uncertainty is re
Jan 22, 2013 9:00am EST
the debt ceiling. [ male announcer ] don't just reject convention. drown it out. introducing the all-new 2013 lexus ls f sport. an entirely new pursuit. >>> good morning from l.a. one of the biggest events that investors have to look forward to over the next year is the prospect that hilton could be returned to the u.s. stock market. now, remember, blackstone took it private at the height of the market. $26 billion, a whopping $26 billion in 2007. the question that investors and the rest of the industry want to know is, in that private environment, what has private equity done with hilton. for the first time we'll start pricing apart hilton for the sake of investors and the rest of the industry. joining me here is the president for development at hilton. welcome to the program. >> good morning, simon. >> what have you done in particular, what has the international expansion been for hilton whilst under blackstone? >> in the last five years we're focused on growth. we've added in the last four or five years, where we've had these terrible economic conditions, we've added 1,000 hotels.